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Published research · Complete archive2026 · 3177 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026
HLMN: FY25 Deep Dive
HLMN
Sep 3, 2026
[OGN] Organon Thesis 2026: Women Health Biosimilars Established Brands Post Merck Spin Off Compounder
OGN
Sep 3, 2026
[ASND] Ascendis Pharma Thesis 2026: Yorvipath Launch Drives Path to Five Hundred Million Free Cash
ASND
Sep 3, 2026
[AMKR] Amkor Technology Thesis 2026: Advanced Packaging Drives AI Datacenter Capex Cycle
AMKRAAPL
Sep 3, 2026
[ILMN] Illumina Thesis 2026: Revenue Returns to Growth as Cost Discipline and M&A Expand Platform
ILMN
Sep 3, 2026
[LFST] LifeStance Health Thesis 2026: Outpatient Mental Health Hybrid Telehealth Compounder
LFST
Sep 3, 2026
[OTEX] OpenText Thesis 2026: Recurring Information-Management Software Funds a Dividend and a Cloud-AI Pivot
OTEX

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